V4 | Cautious Fund Surfing | 3x with V2 | Bear BUYDIPS, Bull HFEAR | No K-1 | SGOV
Backtest results
Metrics
1Y · since Nov 2025V4 | Cautious Fund Surfing | 3x with V2 | Bear BUYDIPS, Bull HFEAR | No K-1 | SGOV | |
|---|---|
| Total Return | -5.51% |
| CAGR | -5.53% |
| Sharpe | 0.08 |
| Calmar | -0.19 |
| Max DD | -29.77% |
| Volatility | 42.61% |
| Win Rate | 51.2% |
Last year of a hypothetical backtest, Nov 5, 2025 to Nov 5, 2026. Create an account to see the full history.
About this strategy
Cautious, risk-aware, the strategy mainly holds the short-term Treasury (SGOV) and the 3x S&P 500 (UPRO) or Nasdaq (TQQQ) when the market is flat or rising. It switches to the 3x Treasury (TMF) and balances UPRO/TQQQ by inverse volatility when the S&P 500 shows a sharp 5-day drop or a 10-day drawdown below 5%, protecting against sudden downturns.
Current allocation
What the rules select as of Nov 5, 2026.
Frequently asked questions
What is V4 | Cautious Fund Surfing | 3x with V2 | Bear BUYDIPS, Bull HFEAR | No K-1 | SGOV?
Cautious, risk-aware, the strategy mainly holds the short-term Treasury (SGOV) and the 3x S&P 500 (UPRO) or Nasdaq (TQQQ) when the market is flat or rising. It switches to the 3x Treasury (TMF) and balances UPRO/TQQQ by inverse volatility when the S&P 500 shows a sharp 5-day drop or a 10-day drawdown below 5%, protecting against sudden downturns.
What is V4 | Cautious Fund Surfing | 3x with V2 | Bear BUYDIPS, Bull HFEAR | No K-1 | SGOV holding today?
As of Nov 5, 2026, V4 | Cautious Fund Surfing | 3x with V2 | Bear BUYDIPS, Bull HFEAR | No K-1 | SGOV allocates to UPRO 44.8%, TQQQ 28.5%, SGOV 26.7%.
How has V4 | Cautious Fund Surfing | 3x with V2 | Bear BUYDIPS, Bull HFEAR | No K-1 | SGOV performed over the past year?
From Nov 5, 2025 to Nov 5, 2026, V4 | Cautious Fund Surfing | 3x with V2 | Bear BUYDIPS, Bull HFEAR | No K-1 | SGOV returned -7.9% in a hypothetical backtest. Past performance does not guarantee future results.
What is the maximum drawdown of V4 | Cautious Fund Surfing | 3x with V2 | Bear BUYDIPS, Bull HFEAR | No K-1 | SGOV?
From Nov 5, 2025 to Nov 5, 2026, the largest peak-to-trough decline of V4 | Cautious Fund Surfing | 3x with V2 | Bear BUYDIPS, Bull HFEAR | No K-1 | SGOV in a hypothetical backtest was -29.8%.
How do I use V4 | Cautious Fund Surfing | 3x with V2 | Bear BUYDIPS, Bull HFEAR | No K-1 | SGOV?
Open V4 | Cautious Fund Surfing | 3x with V2 | Bear BUYDIPS, Bull HFEAR | No K-1 | SGOV in Quantly to rerun the backtest, adjust the rules, and paper trade it. You can also connect a supported brokerage to trade your version live.
Backtest results are hypothetical and do not guarantee future returns. Strategies are shared by Quantly users for research only and are not investment advice.